Elizabeth Hicks

I provide consulting services to nonprofits across the United States. My goal is to help smaller nonprofits achieve their funding goals through the implementation of a digital strategy that effectively communicates their mission and vision.

Services:

• develop marketing, communication, and fundraising strategies to implement digital strategy
• develop responsive fundraising plan to achieve annual funding goals
• analyze and asses capacity of current technology, recommend and implement coordinated technology platforms, train staff
• help build marketing and communications strategy to support vision and mission to achieve fundraising goals
• assess donor management and engagement needs, recommend and implement best CRM software
• develop and build website, if needed

Positions included:

• Chief Investment Officer, Charitable Giving 2002-2007 Managed $300 million investment portfolio for charities, university endowments, and foundations

Responsibilities:

1. Development of investment policy guidelines

2. Development of risk management guidelines

3. Implement appropriate asset allocation for client approval

4. Investment and management of investments based on risk profile

5. Provided annual reporting of accounts with allocation, performance, income, and portfolio details as required by trust operating documents to client investment committee

6. Presentations to new clients of investment philosophy, risk management assessment, investment allocation decisions, implementation and management of portfolios, and detailed reporting requirements.

Clients included: Catholic Charities of New York City, Metropolitan Museum of Art, New York Public Library, Museum of Modern Art, Fordham University

• Senior Vice President, Investment Officer in Personal Trust Department 2007-2010 Served as a specialized financial advisor, focusing on the investment component of a trust's overall management and paticipating in preserving and growing trust assets while adhering to the grantor's intentions and legal obligations. Managed over $100 million in personal trust investments.

Responsibilities included:

1. Establishing and maintaining relationships with trustee and beneficiaries of accounts

2. Acting as fiduciary ensuring trust assets are consistent with beneficiary needs and income requirements as stipulated in their trust agreement

3.Tracking and evaluating on performance of the trust investments, making adjustments as need, and using appropriate benchmarks

4.Maintaining accurate records of all communications with trustee and beneficiary

5.Collaborating with trust officers, accounts, and attorneys for trust accounts

Position was in Financial Consulting Division

Served as Lead on consulting projects with financial institutions and securities industry association.

• Used in-depth personal industry knowledge to assess problem identified by clients
• design and enhance business process flows and improve productivity involving various aspects of the functioning of investment firms
• Lead teams of 5-20 consultants to implement recommendations
• Developed measurement tools, dashboards, and reports to track metrics on adoption and effectiveness of initiatives.
• Lead new business development teams. Responsible for development of presentation and recommendation of approach to problem resolution identified by potential client
• Networked with customers, prospects and partners at conferences and trade shows.
• Budget responsibility ranged from $100,000 to $500,000 for projects

Clients included Securities Industry Association, Bond Market Association, Fixed Income Clearing Organization, Depository Trust Organization, Bank of New York, Morgan Stanley, JP Morgan Chase, Riggs National Bank